Financial Assistant (Public) jobs in Des Moines, IA

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Financial Assistant
  • Vision Financial Group
  • Des Moines, IA FULL_TIME
  • Description:

    Vision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Financial Assistant. The successful candidate will have a strong attention to detail and excellent customer service skills.

    Duties include:

    • Properly establishing new client financial accounts by preparing required documentation for opening new accounts
    • Reviewing paperwork for completeness and accuracy
    • Preparing other required forms related to client accounts
    • Preparing forms for client meetings
    • Submitting of required documentation
    • Creating new customer files that are organized and compliant with regulations
    • Resolving simple internal and external customer inquiries
    • Maintaining team standards to complete work within timing and performance commitments
    • Providing excellent customer service to internal and external contacts
    Requirements:

    Qualifications include:

    • Associates degree in a related field, or equivalent experience
    • Solid organizational skills
    • Strong attention to detail
    • Ability to manage deadlines
    • Self-motivation to work efficiently & accurately
    • Ability to identify, meet, and follow through with team tasks and client needs
    • Excellent time management skills
    • Professional oral and written communication skills

    Physical Requirements:

    • Standing or sitting for extended periods of time in an office environment
    • Working on a computer for extended periods of time
    • Lifting up to 15 pounds
  • 3 Days Ago

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Financial Decision Support Analyst
  • Des Moines Public Schools
  • Des Moines, IA FULL_TIME
  • Des Moines Public Schools is seeking a Financial Decision Support Analyst. Job Summary: The primary function of this position is to perform financial analysis, make accounting entries and maintain bal...
  • 18 Days Ago

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Public Services Assistant 1
  • City of Waukee
  • Waukee, IA PART_TIME
  • Performs all standard operations of shelving and organizing library materials, assists with patron circulation services.Regular hours for this position will be:Monday - 5:00pm - 8:00pmWednesday - 4:00...
  • 1 Day Ago

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Claims Assistant - Temporary
  • FBL Financial Group, Inc.
  • Des Moines, IA TEMPORARY
  • Claims Assistant – Temporary Who We Are: With Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a cultu...
  • 24 Days Ago

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Property and Casualty CSR and Office Assistant
  • Central Financial Group
  • Johnston, IA FULL_TIME
  • Central Financial Group, LC is currently seeking to fill a Property and Casualty CSR and Office Assistant position. This position is in our Johnston, Iowa office. This is a full-time position. M-F 8-5...
  • 12 Days Ago

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Portfolio Management Assistant - High Yield Fixed Income
  • Principal Financial Group
  • Des Moines, IA FULL_TIME
  • What You'll DoWe’re looking for a Portfolio Management Assistant to join Principal Global Fixed Income. In this role, you’ll provide financial and operational support to portfolio management, research...
  • Just Posted

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0 Financial Assistant (Public) jobs found in Des Moines, IA area

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Personal Banker Urbandale
  • WELLS FARGO BANK
  • Urbandale, IA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/28/2024 12:00:00 AM

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Entry-Level Financial Advisor
  • New York Life Des Moines GO
  • Des Moines, IA
  • Must live in the state of Iowa. As a Financial Advisor at New York Life, you will step into a clients life to provide ed...
  • 3/28/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Hybrid: Des Moines, IA, or Omaha, NE)
  • Avantax Wealth Management
  • Des Moines, IA
  • We love finance, software, and (believe it or not), taxes - that's why we love what we do! At Avantax, we celebrate our ...
  • 3/28/2024 12:00:00 AM

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Remote Regulatory Compliance Analyst (Insurance Industry)
  • National General Insurance
  • Des Moines, IA
  • Job Description Position/Title: Remote Regulatory Compliance Analyst (Insurance Industry) ** NOTES: Ideal candidate will...
  • 3/28/2024 12:00:00 AM

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Travel Nurse RN - Med Surg - $1,950 per week
  • TRS Healthcare
  • Des Moines, IA
  • KingFish Healthcare is seeking a travel nurse RN Med Surg for a travel nursing job in Des Moines, Iowa. Job Description ...
  • 3/27/2024 12:00:00 AM

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Medicaid Program Integrity Reporting & Coding Oversight Officer
  • State of Iowa
  • Des Moines, IA
  • Salary : $65,395.20 - $101,150.40 Annually Location : Des Moines - 50319 - Polk County, IA Job Type: Full-time Job Numbe...
  • 3/27/2024 12:00:00 AM

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Associate Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
  • Avantax Planning Partners
  • Des Moines, IA
  • Position Summary Avantax Planning Partners is seeking an Associate Financial Planning Consultant that will work directly...
  • 3/26/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo)
  • Avantax Planning Partners
  • Des Moines, IA
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/26/2024 12:00:00 AM

Des Moines (/dɪˈmɔɪn/ (listen)) is the capital and the most populous city in the U.S. state of Iowa. It is also the county seat of Polk County. A small part of the city extends into Warren County. It was incorporated on September 22, 1851, as Fort Des Moines, which was shortened to "Des Moines" in 1857. It is on and named after the Des Moines River, which likely was adapted from the early French name, Rivière des Moines, meaning "River of the Monks". The city's population was 217,521 as of the 2017 population estimate. The five-county metropolitan area is ranked 89th in terms of population in ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$48,242 to $62,344
Des Moines, Iowa area prices
were up 0.8% from a year ago

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